M1 Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$978K Buy
3,159
+346
+12% +$114K 0.45% 49
2025
Q4
$973K Buy
2,813
+98
+4% +$35K 0.41% 48
2025
Q3
$896K Sell
2,715
-265
-9% -$81.3K 0.39% 48
2025
Q2
$821K Buy
2,980
+183
+7% +$39.7K 0.41% 46
2025
Q1
$468K Buy
2,797
+12
+0.4% +$2.54K 0.29% 47
2024
Q4
$646K Buy
+2,785
New +$515K 0.35% 40

Other funds holding AVGO

M1 Capital Management's AVGO Position: Q1 2026 in Review

M1 Capital Management increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $114K and bringing the position to 3,159 shares worth $978K. The position accounts for 0.45% of the portfolio, ranked #49.

M1 Capital Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,668 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • M1 Capital Management held 3,159 shares of Broadcom worth $978K as of Q1 2026.
  • M1 Capital Management bought 346 Broadcom shares in Q1 2026, an estimated $114K.
  • Broadcom made up 0.45% of M1 Capital Management's portfolio in Q1 2026, its #49 holding.
  • M1 Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,668 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.